How to Short the Market
Nice couple of days we are having so far. The S&P 500 is up with help from the tech sector due to Apple’s (AAPL) positive earnings surprise, helping to lift the SPDR Technology Select Sector (XLK) with it. So is this an upswing? Are we past the April blues? Based on our Sector Scoring and Allocation Methodology (SectorSAM) our view is that we are in a mildly positive upswing (see …
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Quell Your Worries With Liquidity
We’ve all heard the saying, “cash is king,” but in our investment world the word cash should be replaced with the word liquidity. Yes, for us, liquidity is king. Why am I even talking about cash and liquidity in this up market? After all, in this balmy and spring-like March, the market is doing very nicely indeed. Although the S&P 500 was down 1.6% in the first days of the …
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by Linda Munn
Actively Managed ETFs get Big-Name Backing By Rachel Konig Beals for Reuters
CHICAGO (MarketWatch) — Actively managed exchange-traded funds may have gotten the headliner needed to push this sleepy category into the investing mainstream. Bill Gross and his bond-fund-giant Pimco in early May added a third actively managed ETF to their roster. This offering follows their actively managed Pimco Total Return ETF BOND -0.0095% . What should investors make of frontier-market exchange-traded funds? Is the proliferation of leveraged ETFs hurting the market? …
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by Linda Munn
Hitchhikers Guide To The ETF Galaxy By Michael Johnston
May 14, 2012 | At times, it seems as if the number of ETFs available to U.S. investors will soon exceed the number of stars in the sky. That might be overstating things a bit, but the pace of expansion in the ETF industry has truly been impressive over the last several years. With multiple products seemingly debuting every week and very few shutting down (despite countless predictions to the …
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by Linda Munn
Want to boost Returns, Lower Volatility? Be Like Harvard By Andrew Osterland
Endowments’ embracing of alternative investments has paid off big May 8, 2012 Traditional portfolio management hasn’t worked for the past decade, and advisers need to change their investment strategies, Steve Blumenthal, chief executive of Capital Management Group Inc., told advisers Tuesday during a panel discussion at the NAPFA conference in Chicago. The firms of Mr. Blumenthal, along with David D’Amico, president of Braver Wealth Management LLC, and Michael McClary, director …
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by Linda Munn
Pendulum Shifts to Active ETF’s By Tom Lydon Tisha Guerrero contributed to this article.
May 6th Actively managed exchange traded funds are finally getting some attention, as successful new products have recently launched. The fixed income category of active management has been able to acquire assets, setting momentum for this area of the market. “Although we estimate that actively managed ETFs represent roughly 5% of all the assets in U.S.-traded ETFs, we see interest on the rise, as evidenced by the number of such …
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